Avago Technologies

  • Billionaire Richard Chilton’s Long-Term Stock Picks

    By Meena Krishnamsetty - July 22, 2013 | Tickers: AVGO, COG, HD, LKQ, MU

    At Insider Monkey, we maintain a database of quarterly 13F filings from hundreds of hedge funds and other notable investors, which we have used to research investment strategies (we have found, for example, that the most popular small cap stocks among hedge funds earn an average excess return of 18 percentage points per year).

    Some investors also like to use 13Fs as sources of initial investment ideas for further research more »

  • After Proving Its Mettle, This Company Is in for Better Times Ahead

    By Harsh Chauhan - June 5, 2013 | Tickers: AAPL, AVGO, SSNLF

    It doesn’t take long for fortunes to change on the Street. Avago Technologies (NASDAQ: AVGO), which was mired in short-term weakness just a quarter ago, bounced back with a vengeance after beating consensus estimates in the second quarter and issuing a sunny guidance for the ongoing one.

    Unsurprisingly, analysts started their customary price upgrades and investors were raving about the prospects of the company. However, Avago’s long-term growth more »

  • Strong Results Could Boost These 3 Stocks

    By Jacob Wolinsky - June 4, 2013 | Tickers: AVGO, EXPR, MOD

    Quarterly results are often the trigger points for breakouts on the higher or lower side for stocks, and as such, offer a great opportunity to investors to monitor their portfolio’s viability. Avago Technologies (NASDAQ: AVGO), Modine Manufacturing (NYSE: MOD), and Express (NYSE: EXPR) recently announced their latest quarterly results and by the looks of it, stocks of these companies should continue rising. Here is a closer look.

    Semiconductor play more »

  • Recent Acquisitions and Share Buybacks Make this Company Attractive

    By Mike Thiessen - April 28, 2013 | Tickers: ADI, AVGO, FNSR

    Recently, Avago Technologies (NASDAQ: AVGO) attracted the attention of investors with a dual announcement that could hint at big valuation changes ahead. First, the company announced that it would acquire CyOptics, a privately-held Pennsylvania firm that makes a variety of semiconductor chips. This deal would cost Avago roughly $400 million in cash and provide it with an important piece of leverage in a competitive industry.

    Separately, Avago also announced that more »

  • Avago Could Be a Good Bargin, Here's Why

    By Nick Chiu - April 19, 2013 | Tickers: ADI, AVGO, SWKS

    For investors looking for a technology stock with solid fundamentals (high margins and revenue growth, strong ROE, and low debt/equity) and in demand products, Avago Technologies (NASDAQ: AVGO) could be a great investment. Avago Technologies, with a market cap of $8.60 billion, is engaged in manufacturing semiconductor products with an extensive portfolio with over 6,500 products, including RF amplifiers, RF filters, RF front-end modules, and many others more »

  • Why this technology stock worth a look? Increasing Dividend and Share Repurchase

    By Nick Chiu - April 13, 2013 | Tickers: ADI, AAPL, AVGO, SWKS

    For investors looking for a technology stock with solid fundamentals (high margins and revenue growth, strong ROE, and low debt/equity) and in demand products, Avago Technologies (NASDAQ: AVGO) could be a great investment target. Avago Technologies, with a market cap of $8.60 billion, is engaged in manufacturing semiconductor products with an extensive portfolio with over 6,500 products, including RF amplifiers, RF filters, RF front-end modules and many more »

  • This Hedge Fund Takes a Relatively Balanced Approach…Should You?

    By Meena Krishnamsetty - March 21, 2013 | Tickers: AVGO, CTRX, DXCM, ET, FTNT

    While Buffett, Soros, and Einhorn seem to grab all the headlines, there is an abundance of quality fund managers in the hedge fund world. One such manager is Scott Burney of Bluefin Investment Management, which primarily divides its holdings between the technology and services industries.

    At Insider Monkey, our research has shown that the smart money’s best small-cap stock picks can beat the market by 18 percentage points a more »

  • The Best Dividend Paying Stocks with Low Beta

    By Nauman Aly - March 8, 2013 | Tickers: AVGO, HCSG, HOTT

    Beta is a measure of the volatility or risk of a security in comparison to the market as a whole. A beta of less than one means that the security is less volatile than the market. Typically, stocks with less volatility are non-cyclical. They move in the same direction as the market at large and are less susceptible to day-to-day fluctuations.

    For this article I've researched dividend paying companies more »

  • Ignoring This Stock Isn’t a Good Idea, Even Though it’s Witnessing Short-term Weakness

    By Harsh Chauhan - March 7, 2013 | Tickers: AAPL, AVGO, BBRY

    When Singapore-based semiconductor company Avago Technologies (NASDAQ: AVGO) released its first-quarter report last week, it didn’t spring much of a surprise. The company met expectations on revenue and beat on earnings, but this is the least it should have done, since estimates were already quite low after Avago had issued a gloomy outlook the quarter before.

    However, Avago guided below Street expectations yet again for next quarter. While analysts more »

  • 2 Stocks To $35 - Offering 15% Gains In Q1 2013

    By Richard Saintvilus - January 2, 2013 | Tickers: AAPL, AVGO, TXN

    Both Texas Instruments and Avago are trading below their long term value. Although they are far from sure things, their market positions offer very limited downside risk. 15% may not seem that impressive, but relative to the sector’s performance in 2012, which was 5%, these two are expected to outperform. It’s going to require some patience, but these two won’t disappoint when that inevitable industry rebound emerges.

  • 5 Stocks Loved By Mega-Hedge Fund Maverick Capital

    By Meena Krishnamsetty - December 28, 2012 | Tickers: AAPL, AVGO, CI, NTAP, QCOM

    Apple (NASDAQ: AAPL) remains Maverick Capital’s top stock pick, making up 4.7% of the hedge fund's 13F portfolio. Manager Lee Ainslie graduated from UNC and joined Julian Robertson's Tiger Management in 1990. In 1993, Ainslie founded Maverick Capital and now runs a solid long/short equity strategy, not trading bonds, currencies, commodities or options.

    After reviewing Maverick’s recent 13F with the SEC – which are filings more »

  • Growth Stocks Aren't Dead

    By Chris Hodge - December 4, 2012 | Tickers: PVD, AVGO, BP, INVN, MELI

    I don't normally do this, but I've been harping on dividends so much that I'm afraid my comments are going to start boiling down to, "Dude, just buy bonds." I like income, but sometimes I like watching my stocks go up. And not just if they pull a BP (NYSE: BP) and have a big oil spill that causes people to, uh, jump ship as it were more »

  • This Company Has Solid Growth in Mobile, Room to Run

    By Harsh Chauhan - December 4, 2012 | Tickers: AAPL, AVGO, CSCO

    If you are in the hunt for a semiconductor stock which is capable of delivering growth without bringing too much risk to your portfolio, then Avago Technologies (NASDAQ: AVGO) should be an option to consider. Its chips are used across a wide range of products, ranging from smartphones and tablets to data centers and industrials.

    Avago has been a consistent performer over the last year or so, as seen in more »

  • These Stocks Are in Lee Ainslie’s ‘Fab Four’

    By Meena Krishnamsetty - September 11, 2012 | Tickers: AAPL, AVGO, CTSH, GOOG, QCOM

    As mentioned in Lee Ainslie’s biography on Insider Monkey, the manager of Maverick Capital has “beaten the S&P 500 index on average by about 6-7 percentage points annually but with 50% less volatility,” implying he has been able to generate an alpha in the neighborhood of 10% each year. The primary piece of Ainslie’s investment strategy is to focus his efforts on long/short equity trading, while more »

  • A Promising Semiconductor Stock for your Portfolio

    By Harsh Chauhan - August 21, 2012 | Tickers: AAPL, AVGO, QCOM, SWKS

    Patience is a virtue. And in fundamental investing, patience is a tenet that is worth its weight in gold. Toward the beginning of my blogging career at The Motley Fool, I had written a post on Avago Technologies (NASDAQ: AVGO), telling you why the semiconductor company would make for a good long-term investment.

    Five months and numerous posts later, I see that the stock has returned a shabby 3% since more »

  • Have Faith in this Semiconductor Stock

    By Harsh Chauhan - May 24, 2012 | Tickers: AVGO, QCOM

    A couple of months back, I had told you why Avago Technologies (NASDAQ: AVGO) looks like a stock to consider if you are interested in some semiconductor play. However, the stock hasn’t set the charts on fire since that day, diving almost 9% since my last post. But I had also told you that the prospects of Avago’s businesses are gradually improving and the same was reaffirmed when more »

  • A Semiconductor Stock for your Portfolio

    By Harsh Chauhan - March 8, 2012 | Tickers: ADI, AVGO

    Upswing in businesses, efficient cost management and cheap valuation make Avago an intriguing proposition